Job Title: Commercial Lines Account Representative
Department: Commercial Lines
Reports To: Vice President
FLSA Status: Non-Exempt
Summary: The Account Representative is responsible for providing support at the direction of the Vice President and Account Executive. The Account Representative provides customer service by handling the day to day operations of clients' insurance needs. The Account Representative works with the Account Executive and Vice President to design proper insurance and risk management services for clients.
Enters accurate client information into AMS360 system applications.
Processes change requests
Follows up with carriers
Reviews endorsements for accuracy
Generates accurate invoices.
Creates general correspondence to carriers and clients.
Sets up Notice of Cancellations and Reinstatements.
Processes final cancellations and final audits, and sends to insured.
Updates Lost Business spreadsheet.
Issues certificates of insurance and evidences of property.
Prepares policies, renewals and other documents for delivery to insured.
Rates lines of coverage as needed.
Participates in required continuing professional development.
Updates driver/equipment/vehicle schedules and makes MVR requests if required.
Maintains files with proper records according to company procedures. Maintains good internal file audit results.
Assists in the development of strong business relationships with appropriate insurance carrier personnel. Recognizes and satisfies carrier goals and objectives in order to enhance business relationships.
Ensures accuracy of account information for both new and renewal policies, endorsements, and audits for accuracy in rating, coverage, signatures, and enters these transactions to generate billing invoices in a timely manner.
There are no supervisory responsibilities for this position.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
One to three years of insurance brokerage experience required. P& C license preferred. Associates or Bachelor's Degree preferred. Basic understanding of underwriting and insurance or combination of experience and education
Certificates, Licenses, Registrations
All applicable insurance licenses.
Other Skills and Abilities
Full knowledge of insurance markets.
Completion of company training program for Account Representatives.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand; walk and reach with hands and arms. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, depth perception and ability to adjust focus.